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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,692 | $76,407-3.6% | $150,298-51.0% | $82,448-10.6% |
| Participation rate | 64.3% | 66.4%-2.1pp | 77.8%-13.5pp | 68.1%-3.8pp |
| Annual return | 19.03% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,140 | $2,614-18.1% | $4,154-48.5% | $2,551-16.1% |
| Participant deferral / active EE | $5,042 | $3,214+56.9% | $5,453-7.5% | $4,139+21.8% |
| Admin fee / account holder | $3,511 | $6,352-44.7% | $14,116-75.1% | $7,234-51.5% |